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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,519 | $86,701-75.2% | $73,309-70.6% | $125,388-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.03% | 2.78%-5.8pp | 5.67%-8.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $5,360 | $4,152+29.1% | $3,237+65.6% | $4,866+10.2% |
| Participant deferral / active EE | $5,629 | $5,549+1.4% | $4,991+12.8% | $5,352+5.2% |
| Admin fee / account holder | $74 | $7,768-99.0% | $5,635-98.7% | $9,541-99.2% |